AE Wealth Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History

AE Wealth Management’s Portfolio RWX Stock Details RWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18	Hold	1	–	–	﹤0.01%	2655
2026 Q1	$17	Sell	1 -52	-98%	-$1.49K	﹤0.01%	2585
2025 Q4	$1.47K	Sell	53 -27	-34%	-$751	﹤0.01%	2360
2025 Q3	$2.23K	Sell	80 -15,198	-99%	-$418K	﹤0.01%	2160
2025 Q2	$419K	Buy	15,278 +14,774	+2,931%	+$386K	﹤0.01%	986
2025 Q1	$12.3K	Sell	504 -914	-64%	-$21.8K	﹤0.01%	1827
2024 Q4	$32.7K	Buy	+1,418	New	+$35.3K	﹤0.01%	1633
2022 Q4	–	Sell	-11,413	Closed	-$275K	–	1905
2022 Q3	$275K	Sell	11,413 -232	-2%	-$6.48K	﹤0.01%	1505
2022 Q2	$329K	Buy	11,645 +4,028	+53%	+$126K	﹤0.01%	1400
2022 Q1	$260K	Sell	7,617 -2,490	-25%	-$84K	﹤0.01%	1489
2021 Q4	$360K	Buy	10,107 +2,306	+30%	+$83.1K	﹤0.01%	1380
2021 Q3	$277K	Buy	7,801 +195	+3%	+$7.31K	﹤0.01%	1394
2021 Q2	$279K	Buy	+7,606	New	+$279K	﹤0.01%	1369
2020 Q3	–	Sell	-11,136	Closed	-$321K	–	1364
2020 Q2	$321K	Buy	11,136 +445	+4%	+$12.6K	0.01%	999
2020 Q1	$286K	Sell	10,691 -7,935	-43%	-$281K	0.01%	894
2019 Q4	$723K	Buy	18,626 +6,530	+54%	+$263K	0.02%	611
2019 Q3	$478K	Buy	12,096 +1,460	+14%	+$56.8K	0.01%	624
2019 Q2	$412K	Buy	10,636 +2,679	+34%	+$104K	0.01%	641
2019 Q1	$313K	Sell	7,957 -3,041	-28%	-$116K	0.02%	447
2018 Q4	$389K	Sell	10,998 -5,255	-32%	-$194K	0.07%	294
2018 Q3	$622K	Buy	16,253 +1,808	+13%	+$70.7K	0.03%	282
2018 Q2	$565K	Buy	14,445 +1,731	+14%	+$69.5K	0.04%	244
2018 Q1	$509K	Buy	12,714 +34	+0.3%	+$1.37K	0.04%	249
2017 Q4	$513K	Sell	12,680 -1,192	-9%	-$46.5K	0.05%	240
2017 Q3	$532K	Sell	13,872 -5,341	-28%	-$207K	0.05%	226
2017 Q2	$732K	Buy	19,213 +5,890	+44%	+$228K	0.09%	191
2017 Q1	$498K	Buy	+13,323	New	+$493K	0.09%	174

Other funds holding RWX

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return

RPG

Risk Paradigm Group Austin, Texas $128M AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's RWX Position: Q2 2026 in Review

AE Wealth Management held its State Street SPDR Dow Jones International Real Estate ETF (RWX) position steady in Q2 2026 at 1 share worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #2655.

AE Wealth Management first reported a position in RWX in Q1 2017 and has held it in 27 quarters since. The position peaked at $732K in Q2 2017. 116 funds tracked by Wall St. Rank hold RWX as of Q2 2026.

AE Wealth Management held 1 share of State Street SPDR Dow Jones International Real Estate ETF worth $18 as of Q2 2026.
AE Wealth Management left its State Street SPDR Dow Jones International Real Estate ETF share count unchanged in Q2 2026.
State Street SPDR Dow Jones International Real Estate ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2655 holding.
AE Wealth Management first reported a position in State Street SPDR Dow Jones International Real Estate ETF in Q1 2017 and has held it in 27 quarters since.
AE Wealth Management's State Street SPDR Dow Jones International Real Estate ETF position peaked at $732K in Q2 2017.
116 funds tracked by Wall St. Rank held State Street SPDR Dow Jones International Real Estate ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.